BCGM Wealth Management, LLC

13F filer · CIK 0001830467

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$473MU.S. long equity reported on 13F

Positions7610 new · 6 closed

Net flow last quarter+$3.03MBuys minus sells

Top 10 positions weight16.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202676 positions
QQQInvesco QQQ Trust, Series 1	$17.1M	3.62%	Not reported	-1.8%	Q4 2020
JAVASun Microsystems, Inc.	$13.9M	2.93%	Not reported	-16.3%	Q4 2023
LLYELI LILLY & Co	$10.7M	2.27%	0.00%	+82.2%	Q4 2020
XOMExxonMobil Holdings Corp	$6.84M	1.45%	0.00%	+4.6%	Q4 2020
PMPhilip Morris International Inc.	$5.66M	1.20%	0.00%	+15.5%	Q2 2024
THROTheron Resource Group	$5.03M	1.06%	1.48%	-22.4%	Q1 2025
UHAL.BU-Haul Holding Co	$4.95M	1.05%	Not reported	+6.3%	Q3 2025
LOVELovesac Co	$4.39M	0.93%	1.80%	+4.7%	Q3 2021
LPXLouisiana-Pacific Corp	$4.11M	0.87%	0.07%	New	Q2 2026
NOCNorthrop Grumman Corp	$3.95M	0.83%	0.01%	+4.8%	Q2 2021
AAPLApple Inc.	$3.88M	0.82%	0.00%	-29.9%	Q4 2020
MBLYMobileye Global Inc.	$3.87M	0.82%	0.16%	+8.3%	Q1 2024
SBSWSibanye Stillwater Ltd	$3.69M	0.78%	0.02%	+1.5%	Q2 2022
JPMJPMorgan Chase & Co	$3.62M	0.77%	0.00%	+2.7%	Q4 2020
NVDANvidia Corp	$3.61M	0.76%	0.00%	+0.5%	Q3 2021
GNTXGentex Corp	$3.55M	0.75%	0.07%	+95.8%	Q4 2020
UNHUnitedhealth Group Inc	$3.34M	0.71%	0.00%	+6.3%	Q4 2020
HIIHuntington Ingalls Industries, Inc.	$3.21M	0.68%	0.03%	+3.1%	Q4 2024
CVSCVS HEALTH Corp	$3.17M	0.67%	0.00%	+3.6%	Q4 2020
DVNDevon Energy Corp	$2.99M	0.63%	0.01%	New	Q2 2026
FSLRFirst Solar, Inc.	$2.91M	0.62%	0.01%	+45.5%	Q4 2020
SPGSimon Property Group Inc.	$2.66M	0.56%	148.61%	+4.7%	Q2 2022
VZVerizon Communications Inc	$2.65M	0.56%	0.00%	+5.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.65M	0.56%	Not reported	-25.8%	Q4 2020
FDSFactset Research Systems Inc	$2.53M	0.53%	0.03%	New	Q2 2026
FPIFarmland Partners Inc.	$2.38M	0.50%	0.56%	-8.8%	Q4 2020
IAUIshares Gold Trust	$2.28M	0.48%	0.00%	+11.4%	Q4 2024
HWMHowmet Aerospace Inc.	$2.09M	0.44%	0.00%	0.0%	Q2 2025
GILDGilead Sciences, Inc.	$1.83M	0.39%	0.00%	+6.3%	Q4 2020
SAMBoston Beer Co Inc	$1.81M	0.38%	Not reported	+3.1%	Q2 2025
KRKroger Co	$1.78M	0.38%	0.01%	+5.5%	Q4 2020
GOOGLAlphabet Inc.	$1.6M	0.34%	0.00%	+4.3%	Q4 2020
AMZNAmazon Com Inc	$1.55M	0.33%	0.00%	+6.6%	Q4 2020
PFEPfizer Inc	$1.37M	0.29%	0.00%	+4.8%	Q2 2021
CHKPCheck Point Software Technologies Ltd	$1.31M	0.28%	0.01%	+4.7%	Q2 2022
DEODiageo PLC	$1.29M	0.27%	0.00%	+3.8%	Q4 2020
RIGTransocean Ltd.	$1.19M	0.25%	0.02%	New	Q2 2026
SMMUOasys Mobile, Inc.	$1.02M	0.22%	Not reported	-9.1%	Q2 2022
FRMEFirst Merchants Corp	$989K	0.21%	0.04%	-0.2%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$927K	0.20%	Not reported	+0.3%	Q1 2021
DDominion Energy, Inc	$806K	0.17%	0.00%	+3.2%	Q4 2020
AVGOBroadcom Inc.	$773K	0.16%	0.00%	+7.2%	Q2 2025
DUKDuke Energy CORP	$712K	0.15%	0.00%	+4.9%	Q4 2020
SIZEiSHARES TRUST	$707K	0.15%	Not reported	Not reported	Q4 2020
METAMeta Platforms, Inc.	$555K	0.12%	Not reported	-27.0%	Q4 2020
SIVRabrdn Silver ETF Trust	$507K	0.11%	0.01%	-0.1%	Q1 2025
MBINMerchants Bancorp	$505K	0.11%	0.02%	-34.8%	Q2 2022
TSLATesla, Inc.	$493K	0.10%	0.00%	+42.8%	Q4 2020
VLUEiSHARES TRUST	$482K	0.10%	Not reported	+0.2%	Q4 2020
AEPAmerican Electric Power Co Inc	$463K	0.10%	0.00%	+4.3%	Q4 2021

Q1 2026Reported May 5, 202672 positions
JAVASun Microsystems, Inc.	$15M	3.76%	Not reported	-0.8%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$13.6M	3.43%	Not reported	-1.5%	Q4 2020
XOMExxonMobil Holdings Corp	$8.11M	2.04%	0.00%	+4.4%	Q4 2020
DHILDiamond Hill Investment Group Inc	$5.78M	1.45%	1.24%	-0.6%	Q4 2020
THROTheron Resource Group	$5.44M	1.37%	1.90%	+3.5%	Q1 2025
SBSWSibanye Stillwater Ltd	$5.28M	1.33%	0.02%	-12.8%	Q2 2022
NOCNorthrop Grumman Corp	$5.05M	1.27%	0.01%	+1.8%	Q2 2021
AAPLApple Inc.	$4.86M	1.22%	0.00%	-1.0%	Q4 2020
LLYELI LILLY & Co	$4.51M	1.13%	0.00%	-0.4%	Q4 2020
PMPhilip Morris International Inc.	$4.48M	1.13%	0.00%	+3.2%	Q2 2024
HIIHuntington Ingalls Industries, Inc.	$4.23M	1.06%	0.03%	+5.6%	Q4 2024
CTRACentra Software Inc	$3.85M	0.97%	Not reported	+6.0%	Q4 2020
LOVELovesac Co	$3.71M	0.93%	1.72%	+4.1%	Q3 2021
UHAL.BU-Haul Holding Co	$3.6M	0.91%	Not reported	+30.0%	Q3 2025
BRK.BBerkshire Hathaway Inc	$3.42M	0.86%	Not reported	+3.8%	Q4 2020
JPMJPMorgan Chase & Co	$3.17M	0.80%	0.00%	-7.1%	Q4 2020
NVDANvidia Corp	$3.13M	0.79%	0.00%	-1.7%	Q3 2021
FPIFarmland Partners Inc.	$3.03M	0.76%	0.62%	+5.7%	Q4 2020
VZVerizon Communications Inc	$2.98M	0.75%	0.00%	+4.5%	Q4 2020
MBLYMobileye Global Inc.	$2.53M	0.64%	0.17%	+56.7%	Q1 2024
DISWalt Disney Co	$2.5M	0.63%	0.00%	+4.6%	Q4 2020
IAUIshares Gold Trust	$2.39M	0.60%	0.00%	-61.5%	Q4 2024
SAMBoston Beer Co Inc	$2.29M	0.58%	Not reported	+3.5%	Q2 2025
KRKroger Co	$2.2M	0.55%	0.01%	+0.7%	Q4 2020
CVSCVS HEALTH Corp	$2.12M	0.53%	0.00%	+4.5%	Q4 2020
SPGSimon Property Group Inc.	$2.12M	0.53%	141.93%	+5.1%	Q2 2022
UNHUnitedhealth Group Inc	$2.04M	0.51%	0.00%	+11.0%	Q4 2020
GILDGilead Sciences, Inc.	$1.9M	0.48%	0.00%	+16.2%	Q4 2020
HWMHowmet Aerospace Inc.	$1.79M	0.45%	0.00%	-3.2%	Q2 2025
FSLRFirst Solar, Inc.	$1.67M	0.42%	0.01%	+3.8%	Q4 2020
GNTXGentex Corp	$1.57M	0.39%	0.03%	+6.6%	Q4 2020
PFEPfizer Inc	$1.53M	0.38%	0.00%	+10.5%	Q2 2021
CHKPCheck Point Software Technologies Ltd	$1.36M	0.34%	0.01%	+5.3%	Q2 2022
AMZNAmazon Com Inc	$1.27M	0.32%	0.00%	-6.7%	Q4 2020
GOOGLAlphabet Inc.	$1.23M	0.31%	0.00%	+0.5%	Q4 2020
DEODiageo PLC	$1.15M	0.29%	0.00%	+9.3%	Q4 2020
SMMUOasys Mobile, Inc.	$1.12M	0.28%	Not reported	-0.9%	Q2 2022
FRMEFirst Merchants Corp	$879K	0.22%	0.04%	0.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$805K	0.20%	Not reported	+4.0%	Q1 2021
METAMeta Platforms, Inc.	$772K	0.19%	Not reported	-2.7%	Q4 2020
DDominion Energy, Inc	$707K	0.18%	0.00%	-2.8%	Q4 2020
DUKDuke Energy CORP	$702K	0.18%	0.00%	+0.2%	Q4 2020
MBINMerchants Bancorp	$664K	0.17%	0.03%	Not reported	Q2 2022
SIVRabrdn Silver ETF Trust	$647K	0.16%	0.01%	+5.5%	Q1 2025
SIZEiSHARES TRUST	$632K	0.16%	Not reported	Not reported	Q4 2020
AVGOBroadcom Inc.	$590K	0.15%	0.00%	+1.0%	Q2 2025
CVXChevron Corp	$522K	0.13%	0.00%	-2.3%	Q2 2022
MSFTMicrosoft Corp	$481K	0.12%	0.00%	-7.5%	Q4 2020
PLTRPalantir Technologies Inc.	$459K	0.12%	0.00%	-13.7%	Q3 2025
AEPAmerican Electric Power Co Inc	$426K	0.11%	0.00%	Not reported	Q4 2021

Q4 2025Reported Jan 7, 202672 positions
JAVASun Microsystems, Inc.	$15.1M	3.85%	Not reported	+33.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$14.7M	3.76%	Not reported	-1.4%	Q4 2020
SBSWSibanye Stillwater Ltd	$7M	1.79%	0.02%	-30.4%	Q2 2022
DHILDiamond Hill Investment Group Inc	$5.73M	1.46%	1.25%	+65.6%	Q4 2020
IAUIshares Gold Trust	$5.71M	1.46%	0.01%	-1.8%	Q4 2024
THROTheron Resource Group	$5.6M	1.43%	1.84%	0.0%	Q1 2025
XOMExxonMobil Holdings Corp	$5.51M	1.41%	0.00%	+5.3%	Q4 2020
LLYELI LILLY & Co	$5.3M	1.35%	0.00%	+0.1%	Q4 2020
AAPLApple Inc.	$5.26M	1.34%	0.00%	-0.3%	Q4 2020
PMPhilip Morris International Inc.	$4.21M	1.07%	0.00%	+1.4%	Q2 2024
NOCNorthrop Grumman Corp	$4.14M	1.06%	0.01%	+3.5%	Q2 2021
JPMJPMorgan Chase & Co	$3.74M	0.95%	0.00%	-26.5%	Q4 2020
HIIHuntington Ingalls Industries, Inc.	$3.58M	0.91%	0.03%	+2.1%	Q4 2024
LOVELovesac Co	$3.56M	0.91%	1.65%	+77.4%	Q3 2021
BRK.BBerkshire Hathaway Inc	$3.46M	0.88%	Not reported	+3.4%	Q4 2020
NVDANvidia Corp	$3.41M	0.87%	0.00%	-4.7%	Q3 2021
UHAL.BU-Haul Holding Co	$2.9M	0.74%	Not reported	+32.1%	Q3 2025
DISWalt Disney Co	$2.83M	0.72%	0.00%	+2.2%	Q4 2020
CTRACentra Software Inc	$2.72M	0.69%	Not reported	-2.1%	Q4 2020
FPIFarmland Partners Inc.	$2.47M	0.63%	0.59%	+5.4%	Q4 2020
MBLYMobileye Global Inc.	$2.46M	0.63%	0.11%	+5.5%	Q1 2024
VZVerizon Communications Inc	$2.31M	0.59%	0.00%	+2.8%	Q4 2020
UNHUnitedhealth Group Inc	$2.25M	0.57%	0.00%	+4.4%	Q4 2020
CVSCVS HEALTH Corp	$2.24M	0.57%	0.00%	+0.9%	Q4 2020
FSLRFirst Solar, Inc.	$2.13M	0.54%	0.01%	-19.0%	Q4 2020
SPGSimon Property Group Inc.	$2M	0.51%	135.04%	+1.6%	Q2 2022
KRKroger Co	$1.89M	0.48%	0.00%	+1.7%	Q4 2020
SAMBoston Beer Co Inc	$1.87M	0.48%	Not reported	+1.2%	Q2 2025
CHKPCheck Point Software Technologies Ltd	$1.68M	0.43%	0.01%	+3.1%	Q2 2022
HWMHowmet Aerospace Inc.	$1.65M	0.42%	0.00%	-0.3%	Q2 2025
GNTXGentex Corp	$1.57M	0.40%	0.03%	+2.5%	Q4 2020
AMZNAmazon Com Inc	$1.51M	0.39%	0.00%	0.0%	Q4 2020
GILDGilead Sciences, Inc.	$1.44M	0.37%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$1.33M	0.34%	0.00%	0.0%	Q4 2020
PFEPfizer Inc	$1.23M	0.31%	0.00%	Not reported	Q2 2021
DEODiageo PLC	$1.22M	0.31%	0.00%	-22.0%	Q4 2020
SMMUOasys Mobile, Inc.	$1.13M	0.29%	Not reported	+1.6%	Q2 2022
METAMeta Platforms, Inc.	$916K	0.23%	Not reported	+2.3%	Q4 2020
FRMEFirst Merchants Corp	$850K	0.22%	0.04%	0.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$812K	0.21%	Not reported	Not reported	Q1 2021
DDominion Energy, Inc	$689K	0.18%	0.00%	-0.1%	Q4 2020
MSFTMicrosoft Corp	$680K	0.17%	0.00%	-3.7%	Q4 2020
AVGOBroadcom Inc.	$654K	0.17%	0.00%	+0.2%	Q2 2025
PLTRPalantir Technologies Inc.	$647K	0.17%	0.00%	Not reported	Q3 2025
SIZEiSHARES TRUST	$640K	0.16%	Not reported	Not reported	Q4 2020
DUKDuke Energy CORP	$627K	0.16%	0.00%	+0.2%	Q4 2020
SIVRabrdn Silver ETF Trust	$579K	0.15%	0.01%	+1.1%	Q1 2025
MBINMerchants Bancorp	$527K	0.13%	0.03%	Not reported	Q2 2022
ALSumisho Air Lease Corporation	$507K	0.13%	0.01%	-13.1%	Q3 2024
CVXChevron Corp	$394K	0.10%	0.00%	-0.2%	Q2 2022

Q3 2025Reported Nov 12, 202571 positions
QQQInvesco QQQ Trust, Series 1	$14.6M	3.80%	Not reported	-4.9%	Q4 2020
JAVASun Microsystems, Inc.	$10.8M	2.82%	Not reported	+5.2%	Q4 2023
SBSWSibanye Stillwater Ltd	$7.93M	2.06%	0.02%	+1.8%	Q2 2022
THROTheron Resource Group	$5.5M	1.43%	1.84%	+3.6%	Q1 2025
IAUIshares Gold Trust	$5.21M	1.36%	0.01%	+34.9%	Q4 2024
JPMJPMorgan Chase & Co	$4.98M	1.29%	0.00%	-13.6%	Q4 2020
AAPLApple Inc.	$4.94M	1.28%	0.00%	+1.6%	Q4 2020
XOMExxonMobil Holdings Corp	$4.9M	1.28%	0.00%	+1.2%	Q4 2020
NOCNorthrop Grumman Corp	$4.28M	1.11%	0.00%	+4.9%	Q2 2021
PMPhilip Morris International Inc.	$4.2M	1.09%	0.00%	-2.0%	Q2 2024
LLYELI LILLY & Co	$3.76M	0.98%	0.00%	+2.6%	Q4 2020
NVDANvidia Corp	$3.57M	0.93%	0.00%	-0.9%	Q3 2021
BRK.BBerkshire Hathaway Inc	$3.35M	0.87%	Not reported	+2.8%	Q4 2020
MBLYMobileye Global Inc.	$3.15M	0.82%	0.10%	+0.8%	Q1 2024
HIIHuntington Ingalls Industries, Inc.	$2.97M	0.77%	0.03%	+4.9%	Q4 2024
DHILDiamond Hill Investment Group Inc	$2.86M	0.74%	0.75%	+3.7%	Q4 2020
DISWalt Disney Co	$2.78M	0.72%	0.00%	+1.4%	Q4 2020
FPIFarmland Partners Inc.	$2.63M	0.68%	0.56%	+2.7%	Q4 2020
CTRACentra Software Inc	$2.5M	0.65%	Not reported	-0.7%	Q4 2020
VZVerizon Communications Inc	$2.43M	0.63%	0.00%	+5.2%	Q4 2020
UHAL.BU-Haul Holding Co	$2.39M	0.62%	Not reported	New	Q3 2025
LOVELovesac Co	$2.31M	0.60%	0.93%	-2.1%	Q3 2021
UNHUnitedhealth Group Inc	$2.25M	0.59%	0.00%	+2.5%	Q4 2020
FSLRFirst Solar, Inc.	$2.22M	0.58%	0.01%	+6.2%	Q4 2020
CVSCVS HEALTH Corp	$2.11M	0.55%	0.00%	+2.8%	Q4 2020
SAMBoston Beer Co Inc	$2.01M	0.52%	Not reported	+167.0%	Q2 2025
KRKroger Co	$2M	0.52%	0.00%	+4.2%	Q4 2020
SPGSimon Property Group Inc.	$2M	0.52%	132.89%	+5.4%	Q2 2022
GNTXGentex Corp	$1.86M	0.48%	0.03%	+6.1%	Q4 2020
CHKPCheck Point Software Technologies Ltd	$1.82M	0.47%	0.01%	+4.0%	Q2 2022
DEODiageo PLC	$1.74M	0.45%	0.00%	+4.8%	Q4 2020
HWMHowmet Aerospace Inc.	$1.58M	0.41%	0.00%	-1.2%	Q2 2025
AMZNAmazon Com Inc	$1.44M	0.37%	0.00%	+31.1%	Q4 2020
TSLATesla, Inc.	$1.27M	0.33%	0.00%	+4.1%	Q4 2020
SMMUOasys Mobile, Inc.	$1.12M	0.29%	Not reported	-9.3%	Q2 2022
GOOGLAlphabet Inc.	$1.04M	0.27%	0.00%	+44.8%	Q4 2020
METAMeta Platforms, Inc.	$996K	0.26%	Not reported	Not reported	Q4 2020
WBSWebster Financial Corp	$897K	0.23%	0.01%	-6.6%	Q4 2021
FRMEFirst Merchants Corp	$855K	0.22%	0.04%	0.0%	Q4 2021
ULUnilever PLC	$807K	0.21%	0.00%	-7.8%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$793K	0.21%	Not reported	+2.6%	Q1 2021
MSFTMicrosoft Corp	$756K	0.20%	0.00%	+29.8%	Q4 2020
DDominion Energy, Inc	$720K	0.19%	0.00%	-6.7%	Q4 2020
PLTRPalantir Technologies Inc.	$664K	0.17%	0.00%	New	Q3 2025
DUKDuke Energy CORP	$661K	0.17%	0.00%	+0.2%	Q4 2020
SIZEiSHARES TRUST	$637K	0.17%	Not reported	Not reported	Q4 2020
AVGOBroadcom Inc.	$622K	0.16%	0.00%	+95.6%	Q2 2025
MCDMcdonalds Corp	$582K	0.15%	0.00%	+2.7%	Q4 2020
ALSumisho Air Lease Corporation	$578K	0.15%	0.01%	-80.8%	Q3 2024
MBINMerchants Bancorp	$492K	0.13%	0.03%	Not reported	Q2 2022

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